You have worked hard to save and grow your retirement assets and the closer you get to retirement the more important those assets become to securing the retirement you have dreamed and worked so hard for. Can you afford to lose any of those dollars either before or during your retirement? A loss of 20, 30 or 50% could mean the difference between a comfortable retirement and one where you struggle to make ends meet.
We have already seen two large downturns like this over the past 16 years and we anticipate another just around the corner. What if you could guarantee your retirement income, have it grow and never lose it when the market declines?
We have already seen two large downturns like this over the past 16 years and we anticipate another just around the corner. What if you could guarantee your retirement income, have it grow and never lose it when the market declines?
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You have worked hard to save and grow your retirement assets and the closer you get to retirement the more important those assets become to securing the retirement you have dreamed and worked so hard for. If you need any Financial guidance on Estate Planning, Social Security, Annuities, Retirement, Taxable income, Deductions, Insurance.
Transferring assets from a taxable environment to an environment that generates a non-taxable retirement income and may pass income- and estate-tax free to your heirs. Find out what your estate planning attorney, tax advisor, and financial planner do NOT explain. The majority of the people we work with are able to save many times the amount of their financial fee.
Homeland Estate & Financial Services conducts retirement planning seminars for seniors and those approaching retirement. Informed retirees are finding new ways to help take back control and enjoy their lives more through this wonderful, free educational dinner seminar. Find money falling through the cracks and redirect those dollars to vacations, entertainment, grand-kids, medical expenses, living expenses, charity-whatever you desire.
Life insurance, deferred annuities and IRA's should have a named beneficiary and keep them current. If a beneficiary predeceases you, change it. Don't name your estate. Creditors are exempt from these funds when using a beneficiary. Don't establish a Revocable Trust and not fund it. It remains a Testamentary Trust and all assets must go through probate before placed in trust.
Retirement can last as long as 30 years and the number one risk for retirees is running out of money. If your retirement dollars are invested in the stock market you are always at risk of having those dollars reduced by corrections or by non-guaranteed returns. There are alternatives available to you that will not only guarantee your retirement dollars cannot be lost but can also guarantee an income you cannot outlive.
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